GIAN YEN JIE
ADVISORS ALLIANCE GROUP
In the summer of 2018, during my second year of undergraduate studies, I had the opportunity to participate in AAG’s Summer Internship Programme. Exposed to various industries and career paths through the internship, I found myself drawn to the financial advisory sector. There was something uniquely compelling about the prospect of helping individuals navigate their financial futures and achieve their goals. It was more than just a job; it resonated with me on a deeper level, offering a sense of meaning and satisfaction that I hadn’t found elsewhere.
Sincere Desire
Throughout my career in financial advisory, one quote has remained a guiding principle, shaping the way I approach my work: “When you take care of other people’s interests first, your interests would be taken care of.” This simple yet profound sentiment encapsulates the essence of what it means to serve in the people business.
Commitment to be 1% Better Everyday
In the realm of financial advisory, I am deeply committed to continuous improvement, guided by the principle of being 1% better every day. Achieving the MDRT has been a proud milestone, but I see it as just a step in my journey towards better serving my friends and clients. Their trust is paramount, and I am dedicated to upholding the highest standards of professionalism and excellence in every interaction. I view their time and trust as precious gifts, and I am constantly striving to improve myself to ensure that they receive the support and guidance they need to achieve their financial goals.
To help others achieve their dreams
I am driven to educate and empower my network about the dynamic financial world, equipping them to make informed decisions for their future. My ultimate goal is to ensure everyone has the knowledge and resources to secure their well-being, whether it’s in the face of illness or accidents, or as they plan for a fulfilling retirement tailored to their dreams.
Accolades
International Dragon Award – Bronze Dragon Award (Agent Category) 2024 and 2023
100 IDA Team Award 2024 and 2023
Associate Estate Planning Practitioner (AEPP®)
Certified Estate Planner (CEP)
Institute of Banking and Finance Qualified (IBF Qualified)
Financial Needs Analysis and Plan Construction (Cert FPC)
Associate REIT Investment Advisor (ARIA)
Bachelor of Engineering, Civil Engineering (1st Class Honours)
Get in Touch
I look forward to your enquiries and appointment.
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Phone
1800 248 8000
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